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Systematic Portfolios’s Interactive Brokers IBKR Stock Holding History

Systematic Portfolios’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,804
Closed -$224K – 147
2023
Q4 		$224K Buy
+10,804
New +$221K 0.68% 97

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Systematic Portfolios's IBKR Position: Q1 2024 in Review

Systematic Portfolios sold out of Interactive Brokers (IBKR) in Q1 2024, closing a stake of 10,804 shares — an estimated $224K sold.

Systematic Portfolios first reported a position in IBKR in Q4 2023 and held it in 1 quarter. The position peaked at $224K in Q4 2023. 496 funds tracked by Wall St. Rank hold IBKR as of Q1 2024.

  • Systematic Portfolios reported no remaining Interactive Brokers position as of Q1 2024 after selling out during the quarter.
  • Systematic Portfolios sold 10,804 Interactive Brokers shares in Q1 2024, an estimated $224K.
  • Systematic Portfolios first reported a position in Interactive Brokers in Q4 2023 and held it in 1 quarter.
  • Systematic Portfolios's Interactive Brokers position peaked at $224K in Q4 2023.
  • 496 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2024.

Based on Systematic Portfolios's 13F filing for Q1 2024, filed 15 May 2024.